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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,521 | $111,535-77.1% | $105,223-75.7% | $137,256-81.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.23% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,134 | $3,939-45.8% | $3,689-42.1% | $4,156-48.7% |
| Participant deferral / active EE | $3,300 | $5,500-40.0% | $5,072-34.9% | $6,407-48.5% |
| Admin fee / account holder | $290 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |